Personal Banker Jobs in Mesquite, TX
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Coppell, TX (24 miles from Mesquite, TX)
- 9 hours ago
- Coppell, TX (24 miles from Mesquite, TX)
- 9 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Investment Counselor (Financial Advisor Alternative)
- Carrollton, TX (20 miles from Mesquite, TX)
- 9 hours ago
- Carrollton, TX (20 miles from Mesquite, TX)
- 9 hours ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
- Duncanville, TX (18 miles from Mesquite, TX)
- 16 hours ago
- Duncanville, TX (18 miles from Mesquite, TX)
- 16 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
- Balch Springs, TX (3 miles from Mesquite, TX)
- 1 day ago
- Balch Springs, TX (3 miles from Mesquite, TX)
- 1 day ago
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and...
Private Client Banker - Preston Center - Dallas, TX
- Dallas, TX (10 miles from Mesquite, TX)
- 1 day ago
- Dallas, TX (10 miles from Mesquite, TX)
- 1 day ago
JobID: 210639079 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-23T21:16:46+00:00 JobShift: Day : Short Description As a Private Client Banker, you are the point of...
Financial Advisor II-Heart Hospital, Dallas
- Dallas, TX (10 miles from Mesquite, TX)
- 1 day ago
- Dallas, TX (10 miles from Mesquite, TX)
- 1 day ago
JOB SUMMARY The Financial Analyst II serves as the key financial resource. Provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). WORK MODEL...
Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer...
Associate Personal Banker Bilingual Spanish Required Willow Bend
- Plano, TX (20 miles from Mesquite, TX)
- 3 days ago
- Plano, TX (20 miles from Mesquite, TX)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and...
- Addison, TX (18 miles from Mesquite, TX)
- 7 days ago
- Addison, TX (18 miles from Mesquite, TX)
- 7 days ago
Salary Confidential Position range in Dallas County $50k - $173k Per Year Personal Banker PROSPERITY BANK Occupation: Personal Financial Advisors Location: Addison, TX - 75001 Positions available: 2...
- Dallas, TX (10 miles from Mesquite, TX)
- 9 days ago
- Dallas, TX (10 miles from Mesquite, TX)
- 9 days ago
At the heart of our company is our people. People from many different backgrounds with different vantage points, opinions, and experiences. We strive to continually lead with our IMPACT values and...
Associate Personal Banker (SAFE) North Dallas Suburban District
- Richardson, TX (15 miles from Mesquite, TX)
- 10 days ago
- Richardson, TX (15 miles from Mesquite, TX)
- 10 days ago
About this role:Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Plano, TX (20 miles from Mesquite, TX)
- 11 days ago
- Plano, TX (20 miles from Mesquite, TX)
- 11 days ago
Our referral partners span departments including Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve....
Personal Banker (Full Time) - Plano, 15th St. Plano
- Plano, TX (20 miles from Mesquite, TX)
- 12 days ago
- Plano, TX (20 miles from Mesquite, TX)
- 12 days ago
Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding...
Associate Roving Personal Banker (SAFE) Central & South Dallas District
- Red Oak, TX (19 miles from Mesquite, TX)
- 13 days ago
- Red Oak, TX (19 miles from Mesquite, TX)
- 13 days ago
Associate Roving Personal Banker (SAFE) Central & South Dallas District 3.6 3.6 out of 5 stars 557 E OVILLA RD, Red Oak, TX 75154 Why Wells Fargo: Are you looking for more? Find it here....
Demographic Data for Mesquite, TX
Moving to Mesquite, TX? Find some basic demographic data about Mesquite, TX below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mesquite, TX
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mesquite, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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